Concierge Advisory Services

Global Financial Trust Management Group provides a plethora of Concierge Advisory services to our Private Members to advice on international tax and estate planning, asset protection planning, retirement planning, or prosperity holding structures. This can involve a diverse range of fiscal or wealth planning objectives such as cross border prosperity or trading structures, pre-migration planning, protection of assets from future claims, distribution of family wealth, tax effective licensing of technology or intellectual property (patents, trademarks, copyrights or image rights), avoidance of forced heirship laws, setting up international employee benefit structures, life assurance planning, or formation of an intra-group insurance company.

Specifically, Global Financial Trust Management Group offers Private Beneficiaries and Members and professional advisors the following Advisory services:

  • Expatriate and pre-migration fiscal planning for individuals.

  • Provision of asset protection advice, including family wealth preservation and estate planning techniques and structures.

  • Advisory services on the formation, operation and management of international finance entities and insurance companies, including captive insurance structures.

  • Tax and asset protection advice for international licensing and royalty structures.